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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Yoder Wealth Management
5926
Yoder Wealth Management
California
USD 178 M -USD 3.36 M -2% 3.25% 69.3% 112 5.36% 1.6
Resolute Capital Asset Partners
5927
Resolute Capital Asset Partners
Colorado
USD 178 M -USD 8.23 M -4% 4.46% 657% 56 69.64% 0.5
MSD Capital
5928
MSD Capital
New York
USD 178 M -USD 5.56 M -3% 2.76% 11.5% 3 0% 4.3
Sterling Investment Advisors (Missouri)
5929
Sterling Investment Advisors (Missouri)
Missouri
USD 178 M +USD 6.5 M +4% 1.98% 45.1% 38 10.53% 6.4
II
5930
Ironclad Investments
Florida
USD 178 M +USD 6.65 M +4% 4.58% 78.4% 3 0% 1.3
BOCHK Asset Management
5931
BOCHK Asset Management
Hong Kong
USD 178 M -USD 149 M -46% 2.38% 503% 77 53.25% 0.6
Brooks Moore & Associates
5932
Brooks Moore & Associates
Tennessee
USD 177 M +USD 8.18 M +5% 1.83% 72.3% 105 11.43% 4.1
Strategic Planning Inc
5933
Strategic Planning Inc
Ohio
USD 177 M – – 2.4% – 57 – 0
Brookmont Capital Management
5934
Brookmont Capital Management
Texas
USD 177 M -USD 9.9 M -5% 0.9% 32.2% 54 1.85% 7.3
Carl Stuart Investment Advisor
5935
Carl Stuart Investment Advisor
Texas
USD 177 M -USD 10.2 M -5% 1.23% 94.5% 20 25% 2.1
Summit Place Financial Advisors
5936
Summit Place Financial Advisors
New Jersey
USD 177 M +USD 1.32 M +0.8% 0.25% 111% 94 6.38% 3.1
Hilltop Wealth Advisors
5937
Hilltop Wealth Advisors
North Carolina
USD 177 M -USD 20.7 M -10% 3.92% 68.6% 56 17.86% 2.6
Banyan Capital Management
5938
Banyan Capital Management
Georgia
USD 177 M +USD 10.3 M +6% 3.13% 44.4% 16 0% 4.5
Cairn Investment Group
5939
Cairn Investment Group
Washington
USD 177 M +USD 6.84 M +4% 3.28% 67.4% 73 16.44% 3.5
Horizon Bancorp
5940
Horizon Bancorp
Indiana
USD 177 M -USD 35.2 M -17% 1.06% 35.3% 198 10.1% 3
Kapstone Financial Advisors
5941
Kapstone Financial Advisors
Ohio
USD 177 M -USD 10.6 M -6% 1.12% 156% 118 8.47% 1.8
Haven Private
5942
Haven Private
Florida
USD 177 M -USD 2.28 M -1% 2.31% – 153 24.84% 0.2
FCFC
5943
First Citizens Financial Corp
Iowa
USD 177 M -USD 7.42 M -4% 0.98% 72.9% 126 7.94% 3.4
Security National Bank of So Dak
5944
Security National Bank of So Dak
Iowa
USD 177 M -USD 2.52 M -1% 1.51% 67.7% 117 11.97% 5.5
International City Management Association Retirement Corp
5945
International City Management Association Retirement Corp
District of Columbia
USD 177 M +USD 14.1 M +9% 2.22% 48.1% 6 16.67% 1.4
Horizon Advisory Services
5946
Horizon Advisory Services
New York
USD 177 M +USD 2.01 M +1% 1.07% – 47 4.26% 0.6
Worldly Partners Management
5947
Worldly Partners Management
Massachusetts
USD 177 M -USD 14.5 M -8% 8.65% 19.2% 3 0% 2.3
JW Asset Management
5948
JW Asset Management
Florida
USD 177 M -USD 33.7 M -16% 7.04% 251% 20 25% 1.2
Brown Shipley & Co
5949
Brown Shipley & Co
United Kingdom
USD 177 M -USD 24.8 M -12% 6.97% 125% 65 3.08% 1.8
Longaeva Partners
5950
Longaeva Partners
Illinois
USD 177 M – – 2.81% – 21 – 0